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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,276 | $85,171-72.7% | $172,753-86.5% | $72,976-68.1% |
| Participation rate | 98.8% | 70.1%+28.7pp | 82.6%+16.1pp | 69.5%+29.3pp |
| Annual return | 19.15% | 27.32%-8.2pp | 803.00%-783.9pp | 81.02%-61.9pp |
| Employer contribution / active EE | $2,111 | $3,324-36.5% | $5,144-59.0% | $2,440-13.5% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,198 | $5,880-62.6% | $13,956-84.3% | $5,124-57.1% |